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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies17
  • 7D-0.5%
  • 3M8.0%
  • 1Y-19.2%
  • YTD4.4%

Last week, the Consumer Discretionary industry hasn't moved much but Promotora de Hoteles Norte 19. de is up 7.4% in that time. Unfortunately though, the industry is down 19% over the past 12 months. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 07 Jul 2025Mex$279.1bMex$508.6bMex$27.2b15.8x10.3x0.5x
Wed, 04 Jun 2025Mex$277.3bMex$512.5bMex$27.2b14.8x10.2x0.5x
Fri, 02 May 2025Mex$265.7bMex$510.9bMex$27.2b12.7x9.8x0.5x
Sun, 30 Mar 2025Mex$289.9bMex$575.9bMex$32.1b12.3x9x0.5x
Tue, 25 Feb 2025Mex$303.6bMex$559.6bMex$32.7b14.6x9.3x0.5x
Thu, 23 Jan 2025Mex$288.9bMex$557.2bMex$33.3b10.4x8.7x0.5x
Sat, 21 Dec 2024Mex$293.2bMex$554.8bMex$33.3b11.1x8.8x0.5x
Mon, 18 Nov 2024Mex$296.6bMex$556.6bMex$33.3b11.3x8.9x0.5x
Wed, 16 Oct 2024Mex$319.4bMex$540.0bMex$32.7b13.6x9.8x0.6x
Fri, 13 Sep 2024Mex$311.6bMex$538.7bMex$32.7b12.7x9.5x0.6x
Sun, 11 Aug 2024Mex$342.1bMex$535.0bMex$33.2b10.9x10.3x0.6x
Tue, 09 Jul 2024Mex$316.4bMex$468.2bMex$28.3b12.9x11.2x0.7x
Thu, 06 Jun 2024Mex$342.0bMex$465.5bMex$27.8b14.2x12.3x0.7x
Sat, 04 May 2024Mex$348.4bMex$462.4bMex$27.8b12.2x12.5x0.8x
Mon, 01 Apr 2024Mex$375.8bMex$503.3bMex$28.6b12.6x13.1x0.7x
Wed, 28 Feb 2024Mex$345.8bMex$509.4bMex$28.3b14.5x12.2x0.7x
Fri, 26 Jan 2024Mex$394.4bMex$581.5bMex$33.2b14.8x11.9x0.7x
Sun, 24 Dec 2023Mex$396.3bMex$580.3bMex$33.2b14.5x12x0.7x
Tue, 21 Nov 2023Mex$358.6bMex$581.6bMex$33.2b14.3x10.8x0.6x
Thu, 19 Oct 2023Mex$359.3bMex$594.2bMex$31.4b14x11.5x0.6x
Sat, 16 Sep 2023Mex$376.1bMex$586.9bMex$31.3b13.7x12x0.6x
Mon, 14 Aug 2023Mex$373.8bMex$585.6bMex$31.3b14.2x12x0.6x
Wed, 12 Jul 2023Mex$380.3bMex$569.7bMex$30.0b15.5x12.7x0.7x
Fri, 09 Jun 2023Mex$367.4bMex$570.2bMex$29.8b16.4x12.3x0.6x
Sun, 07 May 2023Mex$370.6bMex$575.1bMex$30.7b15.3x12.1x0.6x
Tue, 04 Apr 2023Mex$375.8bMex$559.0bMex$30.3b15x12.4x0.7x
Thu, 02 Mar 2023Mex$351.9bMex$526.8bMex$26.1b15.4x13.5x0.7x
Sat, 28 Jan 2023Mex$365.3bMex$507.8bMex$27.3b16.6x13.4x0.7x
Mon, 26 Dec 2022Mex$356.7bMex$508.5bMex$27.3b16x13.1x0.7x
Wed, 23 Nov 2022Mex$339.2bMex$508.6bMex$27.3b16.1x12.4x0.7x
Fri, 21 Oct 2022Mex$315.2bMex$498.6bMex$26.3b17.1x12x0.6x
Sun, 18 Sep 2022Mex$314.2bMex$484.9bMex$24.6b16.8x12.8x0.6x
Tue, 16 Aug 2022Mex$317.4bMex$484.7bMex$24.6b17.1x12.9x0.7x
Thu, 14 Jul 2022Mex$310.6bMex$463.4bMex$22.5b18.2x13.8x0.7x
Price to Earnings Ratio

13.8x


Total Market Cap: Mex$310.6bTotal Earnings: Mex$22.5bTotal Revenue: Mex$463.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.4x202320242025
Current Industry PE
  • Investors are pessimistic on the Mexican Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 10.3x which is lower than its 3-year average PE of 11.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.63x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.4% per year over the last three years.
  • Revenues for these companies have grown 3.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market0.37%
Consumer Discretionary-0.47%
Auto Components2.09%
Hospitality0.0015%
Specialty Stores0%0
Consumer Durables-0.088%
General Merchandise and Department Stores-1.19%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 46.5%, which is higher than its past year's earnings decline of 25.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 63% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 5.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HCITY * Promotora de Hoteles Norte 19. deMex$4.767.4%
+Mex$136.1m		6.3%PS0.5x
NEMAK A Nemak S. A. B. de C. VMex$3.261.2%
+Mex$116.3m		12.8%PS0.1x
AGUILAS CPO OllamaniMex$49.001.7%
+Mex$99.1m		20.8%PE16.6x
VASCONI * Grupo VasconiaMex$0.383.0%
+Mex$1.1m		-74.0%PS0.01x

Latest News

HCITY *
Mex$4.76
Promotora de Hoteles Norte 19. de
7D
7.4%
1Y
6.3%
ALSEA *
Mex$50.40
Alsea. de
7D
-1.1%
1Y
-18.7%
CMR B
Mex$1.64
CMR. de
7D
-9.4%
1Y
17.1%
NEMAK A
Mex$3.26
Nemak S. A. B. de C. V
7D
1.2%
1Y
12.8%
ARA *
Mex$3.33
Consorcio ARA S. A. B. de C. V
7D
-1.8%
1Y
10.3%
LIVEPOL C-1
Mex$101.68
El Puerto de Liverpool. de
7D
-0.8%
1Y
-25.2%

Are Investors Undervaluing El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) By 35%?

Jun 13
Are Investors Undervaluing El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) By 35%?
VASCONI *
Mex$0.38
Grupo Vasconia
7D
3.0%
1Y
-74.0%
GISSA A
Mex$15.60
Grupo Industrial Saltillo. de
7D
-1.3%
1Y
-25.7%
SPORT S
Mex$6.53
Grupo Sports World. de
7D
-1.1%
1Y
33.5%

We Think Grupo Sports World. de's (BMV:SPORTS) Profit Is Only A Baseline For What They Can Achieve

May 05
We Think Grupo Sports World. de's (BMV:SPORTS) Profit Is Only A Baseline For What They Can Achieve
AGUILAS CPO
Mex$49.00
Ollamani
7D
1.7%
1Y
20.8%